Julie Thompson is a licensed financial and insurance professional. Her specialty is the development, execution, and maintenance of retirement plans for our clients here at Financial Dynamics. Julie’s purpose is to increase the value our clients receive, build life lasting relationships, and help families align their retirement goals with their personal values. Julie understands the time constraints that our clients face balancing life, work, and family. The result often means that families have very little time to devote to their financial house. She is purpose driven and delivers customer service as a matter of priority in today’s fast paced world.
Julie is a member of Women in Financial Services (WIFS), the only national organization that is focused on attracting, developing and advancing women in financial services. She is a Circle of Excellence member of this organization. Julie also has provided worksite advice to employees of large, local companies and has worked with firms such as New York Life, Unum, and Allstate in her 20 + year career. Julie is a graduate of Virginia Commonwealth University. In her free time, she loves antiquing, biking, and sailing any boat anywhere there is water!